1. Smallcase Technologies Private Limited (hereinafter referred to as “the Company”) is a financial technology company based in Bangalore since 2015. The company builds technology platforms & investment products for retail investors to invest better in Indian equities.
  2. A smallcase is a basket of stocks/ETFs curated to track a particular objective or a strategy. With smallcases, you can build a diversified & long-term portfolio.
  3. To enable transactions in smallcases, the company has partnered with multiple brokerage firms listed with Indian exchanges. Each broker partner does a deep integration with the Company, to power transactions in a secured and compliant manner.
  4. smallcases are created by SEBI registered entities like Brokers, Investment Advisors & Research Analysts. The Company provides technology solutions and related back-end infrastructure to SEBI registered intermediaries and other third parties for facilitating transactions in smallcases through a digital platform. Some of these smallcases are also available on the company's website and app, based on the agreement between the entity creating the smallcase and the company.
  5. All returns and ratios displayed on the platform are only for informational purposes and are to help investors make an informed decision. They are tools to communicate factual and verifiable return information and should not be seen as advertisement or promotion.
  6. Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
  7. smallcases can also be created by users for personal investments and be shared with a limited set of other users (recipients) as a means of knowledge sharing among users. Such user-created smallcases must not be considered to be investment advice or research reports by users who have not created them, and investments must not be made in such smallcases without consulting a SEBI registered intermediary. Please read detailed disclosures on user created smallcases here on website -
    Disclosures > Fine Print > User Created smallcases
  8. The Company has a wholly owned subsidiary company Windmill Capital Private Limited, which is registered with SEBI as a Research Analyst (SEBI Reg no - INH200007645) and is engaged in research activities. The company also has another wholly owned subsidiary company Anchorage Technologies Private Limited, which runs a content and information platform known as Tickertape.
  9. Unless otherwise stated, the percentage returns displayed on the website for comparing smallcase performance with any benchmark are Absolute Returns.
  10. The content and data available on smallcase.com, including but not limited to smallcase index value, smallcase return numbers and smallcase rationale are for information and illustration purposes only.
  11. Charts and performance numbers on the platform do not include any backtested data. Please refer to the Returns Calculation Methodology to check how returns are calculated on the platform. Data used for calculation of historical returns and other information is provided by exchange approved third party data vendors and has neither been audited nor validated by the Company. For smallcases where weights are not provided by the creator, Equal weights are used to calculate all returns, numbers and ratios on the platform.
  12. smallcases are not to be construed as a product based on or linked to an index developed by the NSE Indices as the Company is not in the index manufacturing business and ‘smallcases’ is not an independent index. Having said this, the Company is not restricted in comparing the performances of the smallcases with any other index.
  13. smallcases are not licensed to any exchange, trading or settling venue outside India.
  14. Prices shown on the smallcase.com and smallcase app may be delayed. The prices are sourced from an exchange approved vendor and Smallcase Technology is not responsible for the accuracy and correctness of the prices. Before order placement, users are redirected to the smallcase platform of their broker and see the real time prices as shown by their broker.
  15. All information present on smallcase.com is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy. Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision. Investor should understand that his/her investment decision is based on personal investment needs and risk tolerance, and performance information available on smallcase.com is one amongst many other things that should be considered while making an investment decision. Past performance does not guarantee future returns and performance of smallcases are subject to market risk. Investments in the securities market are subject to market risks and investors should read all the related documents carefully before investing.
  16. Registered office of Smallcase Technologies Private Limited -
    #51, 3rd Floor, Le Parc Richmonde,
    Richmond Road, Shanthala Nagar, Richmond Town,
    Bangalore – 560025.
    Website – www.smallcase.com
  17. CIN: U74900KA2015PTC081722
  18. Support - Contact us on support@smallcase.com for any queries and assistance
  19. All grievances should be addressed to our grievance officer Mr Vasanth Kamath using help@smallcase.com.